Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
October 29, 2003
Aon: Many Employers Are Freezing DB Pension BenefitsNU Online News Service, Oct. 29, 2003, 3:52 p.m. EST -- More than 20% of sponsors of defined benefit pension plans either have frozen ...
October 23, 2003
Spurring Boomers To Think About Income PlanningSpurring Boomers To Think About Income PlanningByRemarkably few people take the time and effort to plan their financial future, says Bill Bachrach, president and CEO ...
September 18, 2003
Some Strategies For Nudging Boomers Toward Income PlanningByHow can financial advisors nudge mid-income baby boomers to start thinking aboutand doingincome planning?"One way is to help them realize that they do not have ...
July 27, 2003
Talk With Older Boomers Now About Income Planning, Experts SayTalk With Older Boomers Now About Income Planning, Experts SayByBrokers need to be talking with their baby boomer clients about their retirement income needs, and ...
July 02, 2003
Humana Introduces Pharmacy Allowance ProgramNU Online News Service, July 2, 2003, 11:48 a.m. EDT -- Humana Inc., Louisville, Ky., is introducing the RxAllowance pharmacy allowance program, a program ...
June 04, 2003
Colonial: New Worksite Training Program Boosts Rep ProductionNU Online News Service, June 4, 2003, 1:13 p.m. EDT -- Colonial Supplemental Insurance, Columbia, S.C., a unit of UnumProvident Corp., Chattanooga, Tenn., says ...
April 13, 2003
At NAVA Conference, Producers Air Income Planning StrategiesAt NAVA Conference, Producers Air Income Planning StrategiesByHilton Head, S.C. Increasingly, the question for older consumers is, how can I live on my accumulated assets ...
March 02, 2003
An IMSA Assessor's Take On Expediting The Renewal ProcessAn IMSA Assessors Take On Expediting The Renewal ProcessBy Dennis M. GronerOf the over 200 member companies of the Insurance Marketplace Standards Association, more than ...
February 16, 2003
With Its New VA Income Rider, Lincoln Pushes The Case For Income PlanningByFinancial advisors have a tremendous and growing need for information on how to guide older clients on how to turn their investments into income, contends ...
May 28, 2002
BISYS Wins Aetna Contract RenewalNU Online News Service, May 28, 1:58 p.m. -- The BISYS Group Inc., New York, says Aetna Inc., Hartford, has agreed to renew a ...